WealthTrust-Arizona’s Workiva WK Stock Holding History

WealthTrust-Arizona’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$19K	Buy	540 +3	+0.6%	+$105	0.01%	283
2018 Q3	$21K	Sell	537 -10	-2%	-$311	0.01%	272
2018 Q2	$13K	Sell	547 -59	-10%	-$1.48K	0.01%	354
2018 Q1	$14K	Buy	+606	New	+$13.9K	0.01%	352

Other funds holding WK

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

WEO

William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

WealthTrust-Arizona's WK Position: Q4 2018 in Review

WealthTrust-Arizona increased its Workiva (WK) stake by 0.56% in Q4 2018, buying an estimated $105 and bringing the position to 540 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #283.

WealthTrust-Arizona first reported a position in WK in Q1 2018 and has held it in 4 quarters since. The position peaked at $21K in Q3 2018. 140 funds tracked by Wall St. Rank hold WK as of Q4 2018.

WealthTrust-Arizona held 540 shares of Workiva worth $19K as of Q4 2018.
WealthTrust-Arizona bought 3 Workiva shares in Q4 2018, an estimated $105.
Workiva made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #283 holding.
WealthTrust-Arizona first reported a position in Workiva in Q1 2018 and has held it in 4 quarters since.
WealthTrust-Arizona's Workiva position peaked at $21K in Q3 2018.
140 funds tracked by Wall St. Rank held Workiva as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.